Asset Allocation Example

In the table below, viewers see the asset classes discussed in a prior blog entry.  We are looking at fifteen asset classes, including Cash. In the second table the sample asset allocation is broken down into percentages and we cut out the Core holding, moving the number of asset classes to twelve.

Asset Classes

Value Core Growth      
Lg-Cap Lg-Cap Lg-Cap      
Mid-Cap Mid-Cap Mid-Cap      
Small-Cap Small-Cap Small-Cap      
Cash Bonds/Income International Emerg. Mkts REITs Commodities

[Read more…]